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Loan Deal Setup and Funding Analyst

PublishedPublished: 6/14/2022

Job Description

Job Description

A global financial services company is seeking a Loan Deal Setup and Funding Analyst for their office in Chicago, IL.


Location: Chicago, IL


Duration: 6 months


Responsibilities include but not limited to:
• Initiate collaboration across multiple teams to effectively interpret loan documentation for accurate processing of new deals
• Own coordination of principal and fee-related closing payments
• Maintain accountability for gathering all required documentation prior to deal closing while working with Transaction Coordinators and other partners
• Actively manage and prioritize a pipeline of assigned transactions
• Govern and reconcile exception reports related to recently closed transactions
• Analyze amendments made to existing agreements and/or deal structure characteristics and effectively communicate the changes to account managers
• Consistently provide accurate data while maintaining a low quality control error rate

Required Qualifications, Capabilities, and Skills
• General understanding of Finance and Loan products
• Basic understanding of Microsoft Office
• Self-motivated with a team-oriented mindset
• Strong organizational skills with the ability to effectively prioritize
• Ability to foster and maintain professional relationships
• Exceptional communication skills

Preferred Qualifications, Capabilities, and Skills
• Commercial Banking experience
• Syndicated Loan experience
• LOAN IQ experience

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